Experienced Mortgage Loan Officer Virtual Assistant (Encompass | Salesforce | Blend)

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: TYPE OF WORK

Part Time

: SALARY

N/A

: HOURS PER WEEK

20

: DATE UPDATED

Jul 15, 2026

JOB OVERVIEW

We are a growing mortgage company seeking a highly organized, experienced Mortgage Virtual Assistant to manage the backend of our loan pipeline. The ideal candidate has prior experience working for a U.S. mortgage lender or broker and can operate independently with minimal supervision.

This is not an entry-level position. Experience in the mortgage industry is required.

Responsibilities

* Complete loan file setup and data entry in Encompass
* Manage and update Salesforce CRM
* Work within Blend borrower portal
* Review loan applications for completeness
* Collect and organize borrower documentation
* Follow up with borrowers, Realtors, title companies, insurance agents, and processors
* Respond professionally to client and partner emails
* Keep loan files organized and updated
* Upload and index documents into eFolder
* Calculate and verify income when needed
* Request and track outstanding loan conditions
* Order third-party services (title, appraisal, VOE, flood cert, etc.)
* Update loan milestones and provide status updates
* Maintain accurate records and notes
* Assist with scheduling appointments and calendar management
* Handle other administrative duties as assigned

Required Experience

* Minimum 2 years of U.S. mortgage industry experience
* Strong knowledge of Encompass (required)
* Experience with Salesforce (required)
* Experience using Blend (preferred)
* Understanding of conventional, FHA, VA, HomeReady, and down payment assistance programs
* Familiarity with mortgage processing and underwriting documentation
* Excellent written and spoken English
* Strong attention to detail
* Ability to multitask and meet deadlines
* Reliable high-speed internet
* Quiet home office
* Professional communication skills

Preferred Skills

* Mortgage processing experience
* Income calculation experience
* AUS familiarity (Desktop Underwriter/Loan Product Advisor)
* Experience communicating directly with borrowers and Realtors
* Knowledge of TRID and mortgage compliance

What We’re Looking For

We’re looking for someone who takes ownership of the loan process and enjoys keeping files moving. The goal is for you to handle the backend operations so the loan officer can focus on generating new business.

If you are proactive, organized, and experienced in mortgage lending, we’d love to hear from you.

SKILL REQUIREMENT

Mortgages Admin Data Processing Loan Processing

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Experienced Mortgage Loan Officer Virtual Assistant (Encompass | Salesforce | Blend)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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